Monday, April 15

Tentative Agenda
Topics and speakers are subject to change

Show your commitment to GFOAT and your career; attend a committee meeting and get involved. The informal nature of these meetings allows you to experience more than one committee.  You can pick the committee that suits you best.

Monday, April 15

7:00–7:55 a.m.
NETWORKING breakfast (0.0 CGFO/CPA)
This breakfast buffet is for all conference attendees.
Rio Exhibit Hall B – Lower Level

7:00 a.m.–5:00 p.m.

 8:00–9:15 a.m.


 Welcome and State of the Association – Bob Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton 
Legislative Update – Bennett Sandlin
, Executive Director, Texas Municipal League
Ballroom A

9:30–10:20 a.m.

 Changing Payments Landscape and Investment Considerations
Join us for a presentation on the changing payments landscape and investment considerations for municipality professionals. This discussion will be led by Jessica Key, Treasury Management Officer, and Chris Calmer, Portfolio Manager, UMB
Moderator: Rick Menchaca, Senior Vice President,  Investment Banking Division, UMB Bank
Ballroom A

Avoiding Bluff or Blind Trust by Standing Behind your Representations to the Auditors
Management’s representation letter to the auditor seems to grow longer every year.  This session will help you understand what is in the letter and why the representations are important.  We will also discuss ways to aid in your review of the letter and ensure you can stand behind your representations.
Pam Hodges, Assistant Controller, City of Plano, and Sara Dempsey, Audit Partner, Weaver Tidwell, L.L.P.
Ballroom B

GFOA Performance Measures
Please join us for a presentation on GFOA’s best practices and recommendations to assist your organization in identifying, tracking, and communicating performance measures and their importance in monitoring financial and budgetary status, service delivery, program outcomes, and community conditions.
Benjamin Williamson, CGFO, Assistant City Manager, Farmers Branch; and Megan A. Jakubik,   CGFO, Strategic Services Manger, City of Bedford
Wedgwood Ballroom

10:20–10:35 a.m.
The Arbor Foyer

10:35 –11:25 a.m.

 Cybersecurity Issues in Texas
Please join us for a presentation on cybersecurity issues in Texas. The Texas Cybersecurity Act calls for a review of the state’s cybersecurity protocols, better security measures to lock down sensitive data, and provides for more accountability with the management of Texas’ cyber infrastructure.
State Representative Giovanni Capriglione – Author of HB 8
Ballroom A

 Internal Control for Small Cities
Join us for a presentation on how to implement quality internal controls in your city, regardless of the size. –  Bob Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton and Rachel Russell Ormsby, CPA, Senior Manager, BKD
Ballroom B

Why Build A Project Management Office – How To get To Acceptance and Get To Implementation
This session will outline the necessary steps and success factors to help get you up and running.
Diane Palmer-Boeck, CPPO, PPMC, Director Procurement and Project Management, City of Plano
Wedgwood Ballroom

11:30 a.m.–12:30 p.m.
Rio Exhibit Hall B – Lower Level

12:45–2:00 p.m.


 Texas Update – Glenn Hegar, Comptroller, State of Texas
National UpdateEmily Brock, Director,  GFOA Federal Liaison Center, Washington, D.C.
Moderator: Bob Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton
Ballroom A

2:10–3:25 p.m.

 GFOA Best Practices – Debt Management
This session, focused on GFOA’s Best Practices in Debt Management, will help attendees better understand how to develop appropriate policies and procedures for issuing debt and overall debt management.
Emily Brock, Director, GFOA Federal Liaison Center, Washington, D.C.
Ballroom A

Adopting the Effective Tax Rate
A panel discussion of how several cities adopted the effective tax rate—both the why and the how. Adrienne Lothery, CGFO, Assistant City Manager, City of Colleyville and Aaron Rector, Director of Administrative Services, City of Keller, and Joyce Vasut, CPA, Assistant City Manager, City of Rosenberg
Ballroom B

Hot Topics in Municipal Finance
Please join us for an open discussion with your peers on hot topics affecting municipal finance.  Bring your questions and be prepared to engage
John Zagurski, MPA, CGFO, Finance Manager, Town of Trophy Club
Wedgwood Ballroom

3:25–3:45 p.m.
The Arbor Foyer

3:45–5:00 p.m.

 Survival Skills for Finance Officers
Join our panel of experts for a discussion on the skills needed to get and keep a job as a Finance Director or CFO. In today’s environment, the need for political astuteness, situational awareness, and adaptability are more critical than ever.
Charles S. Cox, City Manager, City of Farmers Branch; Micki A. Rundell, GFOAT Past President, Retired, and Roger Roecker, GFOAT Past President, Retired.
Moderator – Tony Sekaly, Regional Director – Marketing, Texas Class Public Trust Advisors
Ballroom A

Procurement Training for Beginners
Join us for a discussion about Statutes, the UCC, Parole Evidence, Statute of Frauds, How to Obtain Quotes and What to Include.
Diane Palmer-Boeck, CPPO, PPMC, Director Procurement and Project Management, City of Plano
Ballroom B

New Member Reception – Learning the Ropes
Tree House Kitchen

7:00–10:00 p.m.
NETWORKING event – TOP GOLF 2700 Esperanza Crossing, Austin, Texas 78758
No golf experience required! Whether you form a team or just swing a club, try to hit your microchipped balls into dartboard-like targets. Enjoy a game of golf, a buffet fajita dinner, and two drink tickets.  Transportation will be provided. Buses will start loading at 6:15 p.m.

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